Which Automations Trigger do I Need?
One of the trickiest parts of setting up an automation is trying to choose which trigger to use. Firstly you should think about what it is that has happened to make this happen.
For example:
When someone books an event, I need to send a confirmation email to the customer. So this would need an 'A booking is created' trigger with a schedule of 10 minutes after and an action of 'send email'.
If you are unsure which is the correct trigger for you, here is a glossary:
Leads
A lead is created - When a lead form is submitted or a lead is manually added by staff.
A lead is amended - When a lead is edited and saved, even if nothing has changed.
A lead is deleted - Although not recommended this is when a lead is completely deleted.
A lead converts to booking - When a lead is converted to a booking by an admin
A lead form is submitted - When a lead form is submitted.
Bookings
A booking is created - When a booking form is submitted or a booking is manually added by staff.
A booking is amended - Whenever a booking is edited and resaved. Even if there is no change.
A booking is deleted - Although not recommended this is when a booking is completely deleted.
Task
A task is created - When a task is created either manually or via an automation.
A task is updated - When any change is made to an existing task.
A task is deleted - When a task is deleted.
A task is completed - When the task is set to its completed status eg. Done or Completed